Insights by Author: Jacob Sheffield, CPA, MST

Erroneous Notices from the IRS and States

February 26, 2021

Many clients have received CP59 Notices notifying them about missing Forms 1040 for the tax year 2019. In…

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Year-End Tax Planning for Businesses

October 29, 2020

Many businesses remain steeped in financial, operational, and HR challenges related to the COVID-19 crisis, but…

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Tax Considerations for Today’s Mergers & Acquisitions

July 10, 2020

In the midst of continued uncertainty oscillating in the global market, opportunities emerge in times of…

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The CARES Act: An Overview for Businesses

April 2, 2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March…

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IRS Released Guidance on Meal and Entertainment Expense Deductions

March 11, 2020

In recently-proposed regulations, the IRS states that, in general, taxpayers can deduct 50% of the ordinary food…

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IRS Issued Final Guidance on 199A Deduction for Pass-Through Entities

March 16, 2019

In a highly-anticipated release, the IRS provided a final set of guidelines for a complex area…

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Year-End Tax Update for Businesses

October 30, 2018

As we look at taxes through a new lens this year, the Tax Cuts and Jobs…

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How Tax Reform Affects Fringe Benefits

May 31, 2018

The Tax Cuts and Jobs Act (the Act) cut tax rates for both individuals and businesses,…

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Safe Harbor for R&D Costs on Audited Financial Statements

February 15, 2018

Determining the correct research and development costs (R&D) can be a complex process for both taxpayers…

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Year-End Tax Planning for Businesses

October 23, 2017

With the release of the Trump administration’s tax reform proposal, new legislation and traditional year-end opportunities…

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Update on the Corporate Transparency Act: Court Suspends Reporting Requirements for Businesses

Less than one month before the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting deadline, ...
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Year-End Tax Planning for Individuals

As we approach 2025, future tax policy is bracing for change in the coming years. With ...
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Year-End Tax Planning for Businesses

After a few years of relatively mild tax changes for most businesses, post-election results provide more ...
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Britton and Schmoller Recognized as Top Professional Service Leaders on Central Coast

Bartlett, Pringle & Wolf, LLP is pleased to announce that John Britton, CPA and Rosemary Schmoller, ...
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The Future of the SALT Cap: Ways You Can Prepare Now for Potential Scenarios

The state and local tax deduction limitation (SALT cap) has become a focal point of tax ...
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Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today

SANTA BARBARA, CA – Accounting Today magazine recently named Eileen Sheridan, CPA a 2024 MP Elite, ...
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INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

SANTA BARBARA, CA â€“ INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300 ...
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IRS Releases Final Regulations on RMDs and the 10-Year Rule

Download our Whitepaper Click below to view our in-depth whitepaper. Contact Us We are always interested ...
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California Suspends NOLs and Caps Credit Usage for Three Years

Executive Summary California makes several important tax changes as it looks to increase revenue. In late ...
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BPW Named a 2024 Top Regional Leader of the West by Accounting Today

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP (BPW) is proud to announce that the ...
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Key Tax Considerations for Real Estate Investors in 2024

Amid the backdrop of market realignment, higher interest rates, and shifting workplace habits, investors remain cautiously ...
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Bartlett, Pringle & Wolf, LLP Announces Newest Partner Gisela A. Rodriguez, CPA

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP is pleased to welcome its newest named ...
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